UK Independent. Sourced. Primary. · Est. 2024

Waveney Valley Independent Financial Advisers Ltd | IFA Financial Advisers | Bury St Edmunds | Est. 2018

Waveney Valley Independent Financial Advisers Ltd is a ifa financial advisers registered in Bury St Edmunds, established 2018. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Waveney Valley Independent Financial Advisers Ltd

IFA Financial Advisers UNCLAIMED LISTING

Waveney Valley Independent Financial Advisers Ltd

IFA Financial Advisers · Bury St Edmunds, Ipswich · Est. 2018

8 years
Active Trading
Active
CH Status
11615418
Company No
2025
Accounts to

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Company Registration Details

Registered company nameWaveney Valley Independent Financial Advisers Ltd
Companies House number11615418 →
Company typePrivate Limited Company (Ltd)
Registered addressDettingen House Dettingen Way, IP33 3TU
City / RegionBury St Edmunds, Ipswich
Date incorporated2018
Years trading8 years
CH statusActive
SpecialismRecorded activity: 66190 (activities auxiliary to financial intermediation)
Index statusClaim this listing →

About Waveney Valley Independent Financial Advisers Ltd

Incorporated in 2018, Waveney Valley Independent Financial Advisers Ltd is an established firm with 8 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.

It is one of 15 ifa financial advisers listed in Ipswich on this index of 1663 UK firms in the category.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

What IFA Financial Advisers Do

The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
What qualifications should an IFA have?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
What happens if I receive bad financial advice from an IFA?
Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

Other IFA Financial Advisers in Bury St Edmunds

Absolute Sense Independent Financial Advisers LimitedBury St Edmunds · Est. 2008View →

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Waveney Valley Independent Financial Advisers Ltd or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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